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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,153 | $133,998-87.2% | $112,263-84.7% | $134,545-87.3% |
| Participation rate | 15.4% | 78.6%-63.2pp | 75.1%-59.7pp | 81.2%-65.8pp |
| Annual return | -16.77% | 47.17%-63.9pp | 27.49%-44.3pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $211 | $5,292-96.0% | $4,729-95.5% | $6,401-96.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |